Perigon Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,484
| Closed | -$42K | – | 1018 |
|
|
2024
Q2 | $42K | Sell |
1,484
-116
| -7% | -$3.28K | ﹤0.01% | 855 |
|
|
2024
Q1 | $62.1K | Sell |
1,600
-246
| -13% | -$9.55K | ﹤0.01% | 841 |
|
|
2023
Q4 | $101K | Buy |
1,846
+92
| +5% | +$5.03K | ﹤0.01% | 806 |
|
|
2023
Q3 | $79.3K | Sell |
1,754
-409
| -19% | -$18.5K | ﹤0.01% | 764 |
|
|
2023
Q2 | $98K | Buy |
2,163
+71
| +3% | +$3.22K | ﹤0.01% | 755 |
|
|
2023
Q1 | $83.1K | Buy |
2,092
+277
| +15% | +$11K | ﹤0.01% | 687 |
|
|
2022
Q4 | $106K | Buy |
1,815
+48
| +3% | +$2.8K | 0.01% | 671 |
|
|
2022
Q3 | $101K | Buy |
1,767
+333
| +23% | +$19K | 0.01% | 555 |
|
|
2022
Q2 | $88K | Sell |
1,434
-9
| -0.6% | -$552 | 0.01% | 552 |
|
|
2022
Q1 | $96K | Sell |
1,443
-234
| -14% | -$15.6K | 0.01% | 587 |
|
|
2021
Q4 | $106K | Sell |
1,677
-437
| -21% | -$27.6K | 0.01% | 564 |
|
|
2021
Q3 | $129K | Sell |
2,114
-589
| -22% | -$35.9K | 0.01% | 520 |
|
|
2021
Q2 | $177K | Sell |
2,703
-43
| -2% | -$2.82K | 0.02% | 502 |
|
|
2021
Q1 | $167K | Sell |
2,746
-322
| -10% | -$19.6K | 0.02% | 478 |
|
|
2020
Q4 | $195K | Sell |
3,068
-173
| -5% | -$11K | 0.02% | 402 |
|
|
2020
Q3 | $174K | Buy |
3,241
+90
| +3% | +$4.83K | 0.02% | 365 |
|
|
2020
Q2 | $185K | Buy |
3,151
+806
| +34% | +$47.3K | 0.03% | 335 |
|
|
2020
Q1 | $123K | Buy |
+2,345
| New | +$123K | 0.02% | 306 |
|